Tesco

Yes 1116, 2555 is only for FEIE. There are several 1116 ‘baskets’, the passive income on is what you need. FBAR is simple, just use the same pdf each year and change the ‘maximum value’, save and upload-very easy. He may not know the maximum value of any pension, so the ‘maximum value unknown’ comes into play. If there’s has been no pension distribution the 8938 would be $0 and no tax associated. Your international Accountant will be well versed in the onerous form 3520. This form is not for the faint hearted, but U.K. pensions are IRS qualified, not sure about the EU ones though. Good luck with it all, my advice would be to keep financial affairs outside the US as simple as possible, unless you have a significant footprint and the resources to employ experts to keep you on the right side of the IRS, SEC & US Treasury.

You can only file a 2555 for foreign employment. You may file a 1116 for employment income under the ‘General category’ remember the 2555 excludes that income, the 1116 gives credit for foreign taxes paid and can be carried forward 10 years and back 1. ‘Passive income’ will encompass the rental income. you are allowed up to your US tax rate, so if that’s 12%, and you paid 20% to a foreign country, the difference is banked (carried forward). As for U.K. pension, make sure you file FinCEN114 and also look at IRS form 8938, don’t get caught out on this, as the penalties are catastrophic.

I have a question with regards the medical examination. If you attend the medical and at that time they require more information, (GP letter for more details for example). Would the medical date be the physical date you attended the examination, or the date any subsequent letters/follow ups had been received and then approved? Thank you.

Summary Care Record I mean!

Ideally, we'd want to print the Summery Care Record from Patient Access for the medical appointment. Although access is not there right now for the full summery and vaccination record, a phone call/email to the GP practice should suffice with subsequent access then granted to the summery care record. This would mean that we can print the 'live' record close to the medical appointment date rather then asking the GP practice for a print out once we have the appointment, (with possible delays, or the timing out of the SCR if we picked a GP request date that is too early to the medical date). I'd be interested to learn who has just printed their own record like this. Also, can you print from the NHS App? I'm unable to see any method of doing so on the app, so perhaps it must be from the patient access site? Thanks

Cheers, thanks. I just saw this on their website. I may just assume a 6 month validity for the Police Certificate to date of medical. What you should bring to your appointment Appointment letter from the United States Embassy. A valid Passport. 4 identical passport-sized photographs (four for each applicant, including babies). Medical questionnaire (form IV18a) completed, (one for each applicant, including all children). Police certificate. Spectacles or contact lenses if worn. Vaccination records, with original certification. For children of 7 or under, the ‘Red Book’ health record, if available. Print-out of medical records summary from GP. Copies of GP/specialist reports, if available, for any significant medical conditions, including all psychiatric. If there is any history of TB or tuberculosis contact, please obtain old records, including investigation and treatment details. Records for any treatment of STDs. When there may be special educational needs, please provide any recent educational, psychological assessments, school reports etc.

Do Visa Medical, London not need a Police Certificate anymore? Thank you

So, is the validity of the Police Check Certificate for the medical 6 months? Can I take a ACRO Police Certificate to Visa Medicals, London after 6 months of issuance?

I understand that the police certificate is valid for 12 months from a U.S. Embassy, London perspective. I hear however some conflicting reports that it's only valued for 6 months for the medical? Thank you.

If you have $10,000 either real or on paper, (you transfer monies from accounts - double counting). You will need to file FinCEN 114.

Even if you’re fit and well, it’s those unexpected accidents that could cause devastating financial consequences for the uninsured. Putting one’s hand in one’s pocket for medical coverage is a part of everyday life in the U.S. Ultimately premiums are so tiny compared with the hundreds of thousands of dollars of bills that you’d be faced with.

I did actually take a look, but don’t meet the age criteria for Back Pack Cover! Thank you for your help with your other comments too. Im going to get a few broker/agents invoked in Florida, maybe short term cover for a couple of months. I’d be able to get one way travel insurance here with a 31 day expiration to cover the bags/cancellation and medical. Double coverage, but better to be sure.

When we arrive on the IR1 into the U.S and have the I-551 stamp placed into my wife's passport, at that point she, as the new LPR can get Obama Care. Me, the U.S.C will be covered too, although perhaps before we arrive. I understand that there is a wait for enrollment into Obama Care though, depending on when you sign up and you also have 30 or 60 days to do this for the Special Enrolment Period. Looking at options for travel insurance has been a real challenge. I can't get normal travel insurance, as were not returning and what one way insurance I can find, either expires within 48 hours, or 31 days at most. I'd appreciate the thoughts of what people did between leaving the U.K and having ACA compliant healthcare Stateside. Did anyone get short term coverage from the U.K, or indeed from the U.S that can cover a LPR straight away? Perhaps international medical coverage like Bupa offer? Thank you

I, (the petitioner) and Spouse are currently living in the U.K. At this time, our case is at NVC stage, (I've been contacting them at regular intervals to keep from timing out). I'll be resuming the process and had a few questions on Market Place Medical coverage, which would be for me and my Spouse. I'm a U.S. Citizen and my Spouse would enter the the U.S on an Immigrant Visa (IR1) - both under 65. From my reading of the ACA & valued comments from the forum, our return would satisfy SEP. What I would like to achieve is that both I and my spouse have coverage before we leave the U.K, so fully covered on arrival into Florida. We have a address there already set up. So, my questions are, 1, Does my Spouse need a SSN to sign up? She already has a ITIN, as we file IRS returns as MFJ - Can the ITIN be used instead? 2, I did read that an Immigrant Stamp with I-551 language is acceptable as proof. If so, could we sign up as soon as the passport is received back from the U.S. Embassy, London? (Not sure what they mean by I-551 language). 3, As far as income is concerned, I note that excluded foreign income, (2555 income) is includable. As I won't have a job on arrival into the U.S., Can I just uses my 2023 foreign income as an estimate for the year in which coverage will be needed. I understand that come tax time, I'd pay more/less for any subsidy, being based on my actual income. Finally, could anyone recommend a licensed advisor/broker in FL. Many have little to no clue when dealing with those out of the country, (U.S. Citizens), or new Permanent Residents moving Stateside. If it is possible to be covered while in the U.K, I'd like to be able to do everything on-line, (printing ID Cards and so on). Thank you

The job offer would show future income that is above the 125%, and this could be backed up with a few payslips at interview? What does item 5 relate to when it asks about 'You intend in good faith to reestablish your domicile in the United States no later than the date of the intending immigrant’s admission or adjustment of status.' My address when I file the I-864(EZ) would be outside the U.S, so wouldn't I need to attach a statement, or would the job offer letter itself suffice? Thanks

I have two options, (I think): Move back to the U.S., No job, and just complete the I-864 and show bank deposits that will easily overcome the poverty level threshold and tax transcript for 2021. My current income would be $0, as there would be no job on arrival into the U.S. to show, hence bank deposits located in the U.S, or easily transferable. I'm sure however that I need to show my intent to re-establish U.S. domicile, re item 5. (I-864) as I'd file with a United Kingdom address. I don't need a joint sponsor. Complete normal NVC processing, (just taking our time). Head to London with spouse for interview if the embassy is ok that. (ultimately). We’d both depart together for the U.S. Get the job offer letter, file an I-864EZ. Attach tax transcript for 2021, showing our AGI for that and the previous two years. As we file MFJ, I have to deduct spouse’s income from that AGI. None of this income would continue Stateside. I can also add bank deposits, but my new job earnings would easily overcome the poverty level threshold. Submit all documentation to NVC while in the U.K and while awaiting the 10 weeks or so before the job starts. NVC wait times show shy of 3 months to DQ stage. I’d have been on the job for around two weeks and by that time there would be consular interview and medical dates would about due to be scheduled for the 30-40 days hence. I’d fly back for a couple of weeks go to the embassy in London and we’d then head westbound. This avenue gives valuable medical from day one and a whole lot of other benefits that I would not have if I left without a job. Ok, I can easily find work in my field once there, but this would be the preferred option. The downside would be if the process become longer, something missing or incomplete and the wait post my U.S. arrival became longer. I’d be selling up everything in the U.K and my spouse would be staying in an Airbnb in London which would not be ideal. It’s trying to forecast timelines, which as we all know can kick ya badly. So, returning to the U.S. with no job, take our time. Return with a job – sooner then later.

I thought I’d asked about this before, but was unable to find that post! I log in to CEAC so the case doesn’t age out. You need to make contact with NVC within a year to avoid this. So, the reason we have not progressed is because I’m waiting for a job offer to come though. I can complete without a job and just file the I-864 and leave the U.K with spouse, but would prefer to have a job and the all important medical from day one. U.S. Domicile can be achieved by showing U.S. bank & investments. Also, a letter of intent to satisfy section 3 of item 5. In essence, I’d like to leave the U.K ASAP with my spouse with job and now that this can’t be achieved by transfer to DCF, there may be a valid reason to expedite the case by NVC. Thanks for your help though. As for the post you had quoted ‘change from consular filing to adjustment of status’. You can not discuss this topic any further, it violates the tos, topic was closed and locked.

Thanks for that - answered my question...

I’m a U.S. Citizen, residing in the United Kingdom with my British spouse. Our case is with the NVC, where we make contact with/log in to CEAC regularly to avoid our case aging out. Is it possible to change from NVC to DCF, (Possible quick job offer and rapid start date back in the U.S.)? Thanks

Thank you everyone...

I had read from: https://citizenpath.com/adjustment-status-vs-consular-processing/#:~:text=How do I switch from,to Adjust Status with USCIS. 'If you initially selected consular processing on your immigrant petition (Form I-130), you may file the adjustment of status application anyway. Provided you are eligible to adjust status, file Form I-485, Application to Adjust Status with USCIS. USCIS will recall the case from the National Visa Center.' Oh well thought it seemed too good, even despite having an approved I-130. Further reading on the 90 day rule: https://citizenpath.com/90-day-rule-adjusting-status/

Our case is at the NVC where I check in regularly to ensure it doesn’t age out. My question is: Can we switch from the NVC to USCIS processing stateside? Can my beneficiary spouse enter the U.S. on a visa waiver, I submit the I-485 and then she stays until her adjustment of status is complete? Would CBP allow entry on these grounds? It sounds an easy process, but I’m sure it’s probably not allowed. I’d appreciate anyone’s thoughts or advice, especially if you have first hand knowledge.